Average annual returns
Through 20251 year
-29.52%
3 year
—
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
29 months through Jan. 31, 2026Volatility (ann.)
25.91%
Sharpe
0.00
Sortino
-0.01
Max drawdown
-36.17%
Best month
13.39%
Worst month
-16.23%
Beta vs VBTLX
1.04
Correlation
0.24
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.